See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,638 | $124,319-62.5% | $111,297-58.1% | $167,490-72.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.68% | 37.44%-21.8pp | 54.65%-39.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,947 | $3,435-14.2% | $2,731+7.9% | $4,837-39.1% |
| Participant deferral / active EE | $3,683 | $5,180-28.9% | $4,487-17.9% | $6,341-41.9% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |